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Solutions

CAIS partners with PCR

CAIS, a financial technology platform connecting financial advisors with alternative investments, is partnering with Private Client Resources (PCR) to streamline the delivery of analytics-ready data for independent financial advisors and fund managers. “The CAIS Platform is constantly seeking solutions to improve access and usage of alternative investments for independent advisors,”

Beyond the numbers: The benefits of middle-office outsourcing

Beyond the numbers: The benefits of middle-office outsourcing

When reviewing middle-office outsourcing proposals, this comment is not uncommon. However, the inclination to evaluate outsourcing by extrapolating in-house operating budgets and comparing them to outsourcing proposals is an insufficient method for determining the total value of a proposed outsourcing relationship. 

Ethan Levner, Estera

Estera appoints Group Head of Funds

Estera, a leading global provider of funds, corporate and trust services, has appointed Ethan Levner as Group Head of Funds, with overall responsibility for funds operations across the 11 jurisdictions the business operates in. Estera is a specialist in fund administration and associated services. It provides a full range of

Kaiserwetter launches IRIS to accelerate M&A transactions for UK renewable energy assets

Kaiserwetter Energy Asset Management (Kaiserwetter) has launched IRIS – Analytics Machine, a technology spin-off of IoT platform Aristoteles.  The algorithms developed by Kaiserwetter provide detailed analysis of operational data of renewable energy facilities for a given point in time and are aimed at accelerating the technical due diligence process for

Cybersecurity company KnowBe4 raises USD300m in round led by KKR

Cybersecurity specialist KnowBe4 has raised USD300 million in a funding round led by global investment firm KKR, with significant participation from existing investors Elephant and TenEleven Ventures.   This new infusion of funds, valuing the company at USD1 billion, is expected to be used for global growth initiatives and platform development, and builds

Daniella Klasen-Martin, Crestbridge

Crestbridge launches Luxembourg ManCo branch in London

Crestbridge has established a branch of its Luxembourg Management Company (ManCo) in London as the business seeks to cement ties between the UK and Luxembourg and secure new opportunities post-Brexit.  The move comes after Crestbridge received formal regulatory approval to establish a branch of its EU-based ManCo, the ‘Crestbridge Management

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12 November, 2026 – 5:00 pm

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